Level Four Advisory Services’s iShares Ethereum Trust ETF ETHA Stock Holding History

Level Four Advisory Services’s Portfolio ETHA Stock Details ETHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,062	Closed	-$159K	–	967
2026 Q1	$159K	Sell	10,062 -235	-2%	-$4.25K	0.01%	842
2025 Q4	$231K	Sell	10,297 -548	-5%	-$14.3K	0.01%	760
2025 Q3	$342K	Buy	+10,845	New	+$322K	0.01%	643

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Level Four Advisory Services's ETHA Position: Q2 2026 in Review

Level Four Advisory Services sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 10,062 shares — an estimated $159K sold.

Level Four Advisory Services first reported a position in ETHA in Q3 2025 and held it in 3 quarters. The position peaked at $342K in Q3 2025. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Level Four Advisory Services reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
Level Four Advisory Services sold 10,062 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $159K.
Level Four Advisory Services first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 3 quarters.
Level Four Advisory Services's iShares Ethereum Trust ETF position peaked at $342K in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.